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Authentikos Wealth Advisory’s Chevron CVX Stock Holding History

Authentikos Wealth Advisory’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-329
Closed -$48.5K – 100
2024
Q3 		$48.5K Buy
+329
New +$49K 0.05% 114
2023
Q4 		– Sell
-1,430
Closed -$241K – 164
2023
Q3 		$241K Sell
1,430
-12
-0.8% -$1.94K 0.23% 54
2023
Q2 		$227K Buy
1,442
+210
+17% +$33.7K 0.21% 62
2023
Q1 		$221K Buy
+1,232
New +$207K 0.22% 59

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Authentikos Wealth Advisory's CVX Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of Chevron (CVX) in Q4 2024, closing a stake of 329 shares — an estimated $48.5K sold.

Authentikos Wealth Advisory first reported a position in CVX in Q1 2023 and held it in 4 quarters. The position peaked at $241K in Q3 2023. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Authentikos Wealth Advisory reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 329 Chevron shares in Q4 2024, an estimated $48.5K.
  • Authentikos Wealth Advisory first reported a position in Chevron in Q1 2023 and held it in 4 quarters.
  • Authentikos Wealth Advisory's Chevron position peaked at $241K in Q3 2023.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.